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Conference for College and University Foundations 2025

Crafting Great Gift Agreements: The Key to Donor Stewardship and Sustainable Giving

Monday, March 31, 2025
2:15 PM - 3:15 PM CT
Speaker(s): Christina Chase, AVC for AS, Interim AVC for Alumni Relations, & CFO/COO, UCSD FDN, University of California San Diego
Competencies: Business and Financial AcumenIndustry or Sector Expertise
Experience Level: Level 4Level 3- Practicing Mid Level Career
Elective Session
Fundraising
Advancement Services

Gift agreements are the foundation for fostering strong, long-lasting relationships with donors. A well-crafted gift agreement not only ensures clarity and alignment between the organization and the donor but also plays a crucial role in effective donor stewardship. In this session, Christina Chase, C.P.A., J.D., the CFO and COO of the UC San Diego Foundation, will share valuable insights and practical advice on creating and negotiating gift agreements that strengthen donor relationships and encourage future giving.

Whether you are a seasoned fundraiser or a nonprofit administrator, this session will provide you with the technical knowledge and practical tools needed to create gift agreements that foster trust, transparency, and long-term sustainability for your organization. Join to learn how to leverage the power of effective gift agreements in building stronger donor relationships and securing future gifts for your organization.

*CPE Credit: Attendees can earn up to 1 CPE for this session.

Topics

Donor Relations & Stewardship

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

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      • Advancement Resource Catalog
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Alumni for Higher Ed
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Career Central

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

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      • London
      • Mexico City
      • Singapore
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      • Legacy Giving
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    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
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    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
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    Member Benefits

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    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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